A four-phased approach was designed to meet the client’s needs.

First, a Campaign Management tool on the Pega platform was created with a standard set of user interfaces and processes to replace the manual exchange of data with an automated system. This reduced manual errors, standardized the campaign management process, and defined knowledge and expertise that previously only resided in the minds of individuals. Rulesware made the user interfaces customizable based upon user groups and compatible with future upgrades.

Second, roles were defined and instituted to manage parts of the campaign management process. This eliminated redundant tasks and enabled role based process participation.

Next, the team enabled the business activity monitoring tools within Pega to monitor process activity and assist in the identification of possible process improvements. Such an implementation is aligned with the standard BPM best practices of constant process improvement and monitoring.

Finally, to allow for intelligent assessments of campaign success and the re-use of historic campaigns, a process was created to address the archiving of previous campaigns for metrics, reporting, and re-use. Specialized document generation features to enhance Pega’s standard correspondence functions were designed and built as well.